Amundi Funds - Polen Capital Global Growth I2 USD (C)

ISIN: LU1691799990

Categoria Morningstar: Global Large-Cap Growth Equity

Società: Amundi

The fund seeks to achieve long-term capital growth. The Sub-Fund is a financial product that promotes ESG characteristics pursuant to Article 8 of the Disclosure Regulation. The Sub-Fund invests mainly in equities of large capitalisation companies around the world. Specifically, the Sub-Fund invests at least 51% of net assets in equities of companies that have a wide range of market capitalisation of at least USD 10 billion. The Sub-Fund may invest up to 35% of its net assets in equities of companies domicilied in emerging markets. There are no currency constraints on these investments. While complying with the above policies, the Sub-Fund may also invest in other equities, equity-linked instruments, convertible bonds, bonds, money market instruments and deposits, and may invest up to 10% of net assets in UCITS/UCIs.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 13,32 3 anni: 3,13 5 anni: 9,65 Inizio: 11,94 2024: 6,67 2023: 26,11 2022: -26,69 2021: 25,93 2020: 14,10
Rendimento annuo: Categoria 1 anno: 18,69 3 anni: 4,02 5 anni: 10,20 Inizio: - 2024: 12,59 2023: 18,79 2022: -22,48 2021: 22,14 2020: 17,10
Rendimento annuo: Percentile 1 anno: 78,00 3 anni: 65,00 5 anni: 58,00 Inizio:- 2024: 94,00 2023: 17,00 2022: 79,00 2021: 36,00 2020: 49,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: - 3 Sharpe Ratio: - 5 Correlazione: 96,42 Beta: 1,02 Alfa: -4,48 Tracking error: 5,38 Info Ratio: -0,88
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Growth Equity. Data: 2024-06-20
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Growth Equity. Data: 2024-06-20